Client Communications 🎇

 

Texting is NOT secure messaging.  DO NOT include any PHI in any texting correspondence.


 

 

 






 









 

 

You'll find the Client Communications tool located at the top of the Client Menu. 

 

 

 

 

 















 

 

Send A Text Message

Clicking Send Message will open up the window to create a message with the option to select the type of message you'd like to send.

  1. Message 
  2. Multiple Choice Question

 

Message

The Send Message option will send a text message to the client with no response from client.  A good example of this would be a reminder to complete paperwork or bring in completed paperwork to your next appointment.

🛈 Learn how Messages work 


 

Multiple Choice Question

The Multiple Choice Question option is used to create a message for the client with the expectation that there will be a response from the client.  This is where you'll enter your question as well as the response options for the client.

🛈 Learn how Multiple-Choice Questions work 


 

Add Client Contact Log

Once a message is sent to the client, a log of this is automatically created but you can manually add to this log as well.

 

 

The Staff Involved will automatically populate with the user's name, but there is also a drop-down menu to select other staff if you are entering the log on behalf of someone else.

Choose:

  • Successful Contact if you were able to contact the client
  • Left a message, if you didn't reach the client directly but were able to leave a voicemail
  • Contact Attempt Failed if you didn't reach the client directly and were unable to leave a voicemail.

 

Date Contacted will automatically populate with the current date and the time, rounded to the nearest five(5) minutes.

Next Contact Date is optional but allows you to create a follow-up alert, should there be any reason for follow-up on this particular contact.  


 

Next Contact Date

If you enter a Next Contact Date, you'll find the alert for the follow-up at the top of the Care Team screen.

 

The alert is blue when the follow-up is set and up until that set time has been reached.

The alert will change to red once the set follow-up deadline has been reached. 





 

Written By Amanda Griffin (Super Administrator)

Updated at March 10th, 2025


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